account_balance

Investment manager · 13F filer · SEC CIK 2057075

Ball & Co Wealth Management Inc.

Reported value$147Mas of Sep 30, 2026
Positions28 3 new, 49 sold out
Top 10 weight91.1%VIG alone is 19%
FiledNov 536 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VIG Vanguard Specialized Funds 19.4% Held
EFV iShares Tr 15.8% Added +14%
IWF iShares Tr 14.4% Added +3%
GLD SPDR Gold Trust 12.7% Added +14%
KSPY Kraneshares Trust 7.7% Held
CGDV Capital Group Dividend Value 6.3% Trimmed −4%
AMLP Alps ETF Tr 4.9% Held
XLRE Select Sector SPDR Tr 4.4% Held
AMGN Amgen Inc 4.1% Held
QTUM ETF Ser Solutions 1.6% New
VOOG Vanguard Admiral FDS Inc 1.6% New
XLV Select Sector SPDR Tr 1.6% Trimmed −11%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 5, 2026, compared with the Jul 31, 2026 filing
add_circleNew
  • QTUM $2.34M
  • VOOG $2.34M
  • ONCY $9.9K
arrow_upwardAdded
arrow_downwardTrimmed
  • AAPL −20%
  • XLV −11%
  • FIDI −6%
  • FELV −6%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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